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Close CRM

CRM
Velocity5.0

Sales CRM built for high-velocity teams with built-in calling, email, and AI-powered sales automation

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Close is systematically expanding Chloe from Q&A into an operational CRM layer

ai-assistantvoice-agentscrmmcp-integrationaudit-complianceenterprise-security
◆Current state
Close is building Chloe — its AI assistant — outward from a simple knowledge base into a functional operations interface. In recent months, Chloe gained billing query support, Microsoft Calendar integration for meeting booking, and can now retrieve Notetaker transcripts via MCP. Alongside this, Close hardened its security posture with mandatory email verification and added a full audit event log for compliance-focused teams.
◆Where it's heading
The pattern across the last 10 entries is unmistakable: Close is positioning itself as an AI-agent-compatible sales stack rather than a click-through SaaS UI. The MCP transcript tool, the updated ChatGPT plugin with voice agents, and Microsoft Calendar support are all building toward a world where Chloe handles CRM operations conversationally. The traditional UI is still there, but every new capability routes through Chloe first.
◆Prediction
Chloe's next expansion is likely into write operations — lead creation, task scheduling, pipeline stage updates — completing the agentic loop it's been building toward. The billing query launch suggests Close is comfortable giving Chloe access to sensitive data with appropriate permissions gates.

◆Recent moves

  1. 2d ago

    Ask Chloe about your Close subscription, telephony, and AI credit usage

    Chloe can now pull invoice copies, subscription analysis, and telephony usage — Admins get billing answers through conversational queries rather than filing support tickets. It's an incremental expansion of Chloe's data access that fits the broader pattern of replacing UI-driven workflows with AI queries.

    View source ↗
  2. 14d ago

    Improved Android calling sound and stability fixes

    Crash prevention during simultaneous Android calls and reversion to the phone's default ringtone — maintenance work in Close's calling layer, not user-visible feature development.

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  3. 23d ago

    Event Log is now available in Settings and on Leads

    A searchable audit trail showing who changed what, how, and when — surfaced both in Settings and directly on Lead records. Meaningful for compliance-conscious sales teams running Close at scale, and a prerequisite for enterprise IT sign-off in regulated industries.

    View source ↗
  4. 24d ago

    Improved navigation on macOS and Windows

    v9.3.0 adds browser-style back/forward history navigation to Close desktop apps — usability polish for power users jumping between multiple leads, with no change to what the product can do.

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  5. 1mo ago

    Email verification now required to make changes in Close

    Starting August 20, 2026, unverified accounts go read-only — a hard enforcement change for teams running automation via service accounts or shared logins that haven't completed verification. For standard users it's transparent, but API-driven workflows on unverified logins break on that date.

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  6. 1mo ago

    Improvement to External Phone Number verification

    Already-verified external phone numbers skip the verification call automatically — a one-step reduction in onboarding friction with no impact on calling capabilities.

    View source ↗